Xero Accounting API

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  1. 1,154 votes
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      81 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

      - Update September 2016 -
      Thanks everyone for continuing to add their votes and comments to this feature.

      Emailing invoices via the API is still something we’d very much like to deliver, however it’s not likely to be done in the next 6 months.

      Xero is now at the scale where we have to be extremely vigilant protecting ourselves against phishing and spam. Unfortunately that means a seemingly simple feature becomes a very challenge one.

      It’s a challenge we’re keen to tackle, but there are a couple of other things we’ll be tackling first. Specifically the practice-level authorisation for the XeroHQ API and webhooks.

      For now, you can see some workarounds documented here: https://developer.xero.com/documentation/api/invoices/#emailing

    • Notify URL When Stuff Changes in Xero - Webhooks

      I'm requesting "web hooks" for the Xero API.

      Here's how they work: Customer provides a URL (http://myserver.com/xero/changed) to Xero, and when something is changed, Xero notifies that URL, perhaps indicating which records have changed.

      The Xero API provides methods that you can query and compare with previous results to see what has changed. However, this is not performant for large data sets, and detecting changes involves a lot of code.

      The competition has it - web hooks are supported by QuickBooks. Let's get them in Xero - it's a superior product in every other way.

      823 votes
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        46 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →

        - Update September 2016 -
        We are extremely close to finishing our migration to AWS which will clear the runway to start work on this feature.

        I can’t change the status to started yet, but hopefully we’ll have some good news to share soon.

        For now, keep your calls efficient while polling using “if-modified-since” and paging whenever possible.

      • Import bank statement lines via the API

        Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero

        769 votes
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          54 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

          - Update September 2016 -

          We appreciate that this is a highly demanded feature but it is not on the current roadmap.

          We’re looking at tackling some big features in the next 3-6 months including practice-level auth (XeroHQ API), webhooks and a new developer portal. That means an API for importing bank statement lines is unlikely to be built in the forseeable future.

          Once we’ve shipped some of those higher priority features we’ll re-evaluate the status of this one.

        • Reconcile via the API

          Be able to reconcile bank statement lines via the API.

          613 votes
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            53 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

            - Update September 2016 -

            We know this would be a useful feature for the API but it’s not something that’s currently on the roadmap. The team is currently focused on other big features like webhooks and practice level authentication.

            We’ll re-evaluate the status of this in the new year.

          • Repeating invoices via the API

            Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.

            577 votes
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              75 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

              - Update September 2016 -

              You can retrieve repeating invoices via the API but we have no current plans to add create or update functionality.

              We know this would be a useful feature but the team is currently focused on other big features like webhooks.

              We’ll re-evaluate the status of this in the new year.

            • Quotes via the API

              Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)

              465 votes
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                50 comments  ·  Quotes  ·  Flag idea as inappropriate…  ·  Admin →

                - Update September 2016 -

                We know there is heaps of demand for a Quotes endpoint but the team is currently focused on some bigger features like webhooks and a new developer portal.

                Please keep adding your votes and comments and we’ll reassess the priority of this in the new year.

              • History & Notes

                Expose invoice History & Notes through the API

                433 votes
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                  43 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • allow notes in invoice output

                  there are some situations where it's useful to add a note to an invoice that's include in the invoice PDF. e.g a message about the reverse charge VAT treatment for EC customers. I would guess there's more exceptions like this where a note would be useful.

                  249 votes
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                    6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

                    You might consider adding a comment-only line item to the invoice. This would get printed on the PDF of the invoice.

                    If the message is to be added to lots of invoices, you could even consider defining a price list item with a description only. This would save re-typing the comment for each invoice.

                    A third option is adding a comment onto a docx branding theme template. If all EC customers could be assigned the same branding theme, the comment could be hard-coded onto the docx template.

                    We’ll certainly consider other options to make life easier for our customers.

                  • be able to retrieve account transactions via the api.

                    Provide an API to retrieve the transactions of an account. (e.g. something like this Profit & Loss report-> click on the YTD value of an account)

                    More discussion in the thread <https://community.xero.com/developer/discussion/326819/>

                    241 votes
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                      10 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

                      - Update April 2016 -
                      Designs have begun on this but we’re not able to commit to when this will be delivered. Stay tuned and we hope to be able to give concrete details over the next few months.

                    • Budget summary report by budget

                      The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to:
                      - Provide a Budgets API endpoint
                      - Allow the budget summary report be filtered by budget

                      233 votes
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                        36 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                      • Expose which user connected the organization via OAuth

                        Currently, we have no idea which user connected via OAuth. In other platforms (QB for once), you get details (especially email) of the user, and can design behavior based on it. In Xero, we get all the data on the users (with the new email address field), but we don't which user connected. If this will be exposed, it will give the developers more tools to create a more specific experience for the users

                        188 votes
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                          9 comments  ·  Authentication  ·  Flag idea as inappropriate…  ·  Admin →

                          - Update April 2016 -
                          We will be doing some internal work in this area and we will make sure this get’s into our product backlog. We hope to be able to give more concrete information in the coming months.

                        • EU Country field

                          Be able to update the EU Country field via the API. This is required and seems very strange to be left out of the API.

                          129 votes
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                            4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • add custom fields to contacts

                            Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.

                            122 votes
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                              13 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • oAuth 2.0

                              Any chance Xero will support oAuth2.0 ?

                              oAuth1.0 and it's payload signing doesn't work very well in various environments including node.js

                              With rest of the world moving to oAuth 2.0 - I hope XERO does too

                              109 votes
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                                5 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                At this time, there is no plan to support OAuth 2.0

                                OAuth 1.0a which we support, is not inferior to OAuth 2.0, just different. We appreciate that developers find it less convenient than 2.0, but the security features within it at that make it less convenient, are very important to us.

                                Our focus will be on improving code samples etc to assist developers with using the support OAuth 1.0a protocol.

                              • 91 votes
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                                  6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add read-only access to accounting numbers for use in other systems

                                  I have an internal system that handles all the other metrics for our business, but the financial data is missing.

                                  We could either hand-enter the necessary data or build some sort of import functionality, but it would be best to query Xero directly so I can use that data in my internal system.

                                  Thanks for listening!

                                  90 votes
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                                    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Be able to retrieve & e-mail statements to receivable accounts via the API

                                    E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement. API request is to be able to retrieve a statement report and email it via the API

                                    88 votes
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                                      3 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • A fully featured JSON API, with no XML requirements whatsoever.

                                      Title says it all, pure JSON, nothing else. All the same features as the XML one, but at a different endpoint.

                                      86 votes
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                                        4 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Enter budgets via the API. Both historical and current.

                                        This would allow us to build tools to do bulk budget exports for multiple periods from our current system. (I think that budgets import might be coming through the user interface anyway, in which case this isn't really needed).

                                        81 votes
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                                          10 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

                                          This will be something we are considering now that the main application allows budget imports (recently added).

                                          Anyone interested should add their vote – also be good to let us know your intended use in a comment so we can factor this into development.

                                        • Allow add multiple Contacts with same name.

                                          It should be different crietaia to add contacts. It should allow contacts with same name , may be have different personal details. validation should not be on name.

                                          79 votes
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                                            4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

                                            We’re currently investigating the feasibility of making this change. There are quite a few complications (for the API as well as our other apps) because you won’t be able to use contact name as an identifier anymore but we’ll planning on making the transition as smooth as possible.

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